Holdings Channel
KD Holdings Changes image
This page summarizes the KD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether KD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing KD Share Count
Benjamin Edwards Inc. 4 32 +28 +700.00%
Union Savings Bank 6 37 +31 +516.67%
Hexagon Capital Partners LLC 94 445 +351 +373.40%
Householder Group Estate & Retirement Specialist LLC 66 296 +230 +348.48%
American National Bank 17 64 +47 +276.47%
Rise Advisors LLC 343 1,040 +697 +203.21%
First Horizon Advisors Inc. 18 46 +28 +155.56%
FinTrust Capital Advisors LLC 48 118 +70 +145.83%
Benjamin F. Edwards & Company Inc. 1,134 2,534 +1,400 +123.46%
NBT Bank N A NY 561 1,110 +549 +97.86%
ST Germain D J Co. Inc. 371 585 +214 +57.68%
JJJ Advisors Inc. 44 68 +24 +54.55%
Fulton Bank N.A. 11,466 17,456 +5,990 +52.24%
Center for Financial Planning Inc. 215 326 +111 +51.63%
Barrett & Company Inc. 416 616 +200 +48.08%
GAMMA Investing LLC 1,080 1,502 +422 +39.07%
GPS Wealth Strategies Group LLC 220 300 +80 +36.36%
Money Concepts Capital Corp 25,094 32,502 +7,408 +29.52%
Nelson Van Denburg & Campbell Wealth Management Group LLC 1,053 1,359 +306 +29.06%
Phocas Financial Corp. 262,086 332,292 +70,206 +26.79%
WASHINGTON TRUST Co 110 136 +26 +23.64%
Signaturefd LLC 1,397 1,703 +306 +21.90%
Massmutual Trust Co. FSB ADV 218 265 +47 +21.56%
AdvisorNet Financial Inc 5,353 6,407 +1,054 +19.69%
Hennessy Advisors Inc. 1,395,200 1,592,000 +196,800 +14.11%
Larson Financial Group LLC 76 86 +10 +13.16%
Fifth Third Bancorp 1,459 1,635 +176 +12.06%
Power Wealth Management LLC 55,865 62,271 +6,406 +11.47%
SJS Investment Consulting Inc. 38 42 +4 +10.53%
Natixis Advisors L.P. 48,699 52,341 +3,642 +7.48%
GHP Investment Advisors Inc. 220 236 +16 +7.27%
Geneos Wealth Management Inc. 991 1,060 +69 +6.96%
CWM LLC 4,607 4,786 +179 +3.89%
Valley National Advisers Inc. 392 407 +15 +3.83%
Sound Income Strategies LLC 322 333 +11 +3.42%
Principal Financial Group Inc. 842,315 866,156 +23,841 +2.83%
Louisiana State Employees Retirement System 64,400 66,200 +1,800 +2.80%
State of Michigan Retirement System 55,034 56,534 +1,500 +2.73%
First Command Advisory Services Inc. 171 175 +4 +2.34%
New York State Teachers Retirement System 208,389 210,089 +1,700 +0.82%
SummerHaven Investment Management LLC 56,484 56,930 +446 +0.79%
Alpha Omega Wealth Management LLC 94,577 95,307 +730 +0.77%
State of Alaska Department of Revenue 24,782 24,967 +185 +0.75%
Retirement Systems of Alabama 287,390 288,951 +1,561 +0.54%
13F Filers Reporting New Positions In KD
BNP Paribas 0 265 +265 +100%
Cortland Associates Inc. MO 0 1,266,280 +1,266,280 +100%
Asset Management One Co. Ltd. 0 6,477 +6,477 +100%
Trust Co. of Vermont 0 2,885 +2,885 +100%
Northwest Investment Counselors LLC 0 19 +19 +100%
Atlas Capital Advisors LLC 0 1,499 +1,499 +100%
Palisade Asset Management LLC 0 20 +20 +100%
IMC Chicago LLC 0 35,583 +35,583 +100%
Westover Capital Advisors LLC 0 29,685 +29,685 +100%
Mather Group LLC. 0 369 +369 +100%
Richardson Capital Management LLC 0 55 +55 +100%
Counterpoint Mutual Funds LLC 0 25,234 +25,234 +100%
Oak Thistle LLC 0 18,412 +18,412 +100%
LifeSteps Financial Inc. 0 75 +75 +100%
Moser Wealth Advisors LLC 0 4 +4 +100%
Total Clarity Wealth Management Inc. 0 31,047 +31,047 +100%
GoalVest Advisory LLC 0 9 +9 +100%
Ellsworth Advisors LLC 0 21,705 +21,705 +100%
Wedmont Private Capital 0 10,661 +10,661 +100%
Simplicity Wealth LLC 0 15,291 +15,291 +100%
Register Financial Advisors LLC 0 164 +164 +100%
Gilliland Jeter Wealth Management LLC 0 737 +737 +100%
nVerses Capital LLC 0 9,600 +9,600 +100%
American Capital Advisory LLC 0 3 +3 +100%
Central Pacific Bank Trust Division 0 73 +73 +100%
13F Filers With Unchanged Share Count
Ogorek Anthony Joseph NY ADV 193 193 UNCH 0.00%
First Financialcorp IN 80 80 UNCH 0.00%
City Holding Co. 30 30 UNCH 0.00%
Proequities Inc. 355 355 UNCH 0.00%
New Mexico Educational Retirement Board 41,789 41,789 UNCH 0.00%
Toth Financial Advisory Corp 600 600 UNCH 0.00%
Godsey & Gibb Associates 183 183 UNCH 0.00%
Hallmark Capital Management Inc. 20 20 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 1,013 1,013 UNCH 0.00%
Tompkins Financial Corp 692 692 UNCH 0.00%
Optimum Investment Advisors 46 46 UNCH 0.00%
Atwood & Palmer Inc. 400 400 UNCH 0.00%
Albion Financial Group UT 19 19 UNCH 0.00%
Peoples Financial Services CORP. 758 758 UNCH 0.00%
M&R Capital Management Inc. 20 20 UNCH 0.00%
Webster Bank N. A. 577 577 UNCH 0.00%
Pinnacle Financial Partners Inc. 115 115 UNCH 0.00%
Boyd Watterson Asset Management LLC OH 144 144 UNCH 0.00%
Hollencrest Capital Management 59 59 UNCH 0.00%
Country Trust Bank 521 521 UNCH 0.00%
First United Bank Trust 180 180 UNCH 0.00%
Boit C F David 16 16 UNCH 0.00%
Canal Insurance CO 14,400 14,400 UNCH 0.00%
BOK Financial Private Wealth Inc. 127 127 UNCH 0.00%
Hartford Financial Management Inc. 378 378 UNCH 0.00%
Bangor Savings Bank 88 88 UNCH 0.00%
Blue Bell Private Wealth Management LLC 126 126 UNCH 0.00%
Indiana Trust & Investment Management CO 423 423 UNCH 0.00%
Horrell Capital Management Inc. 27 27 UNCH 0.00%
West Oak Capital LLC 70 70 UNCH 0.00%
Hall Laurie J Trustee 101 101 UNCH 0.00%
Parkside Financial Bank & Trust 685 685 UNCH 0.00%
DekaBank Deutsche Girozentrale 642 642 UNCH 0.00%
State of New Jersey Common Pension Fund D 152,713 152,713 UNCH 0.00%
Drexel Morgan & Co. 25,984 25,984 UNCH 0.00%
Rocky Mountain Advisers LLC 160 160 UNCH 0.00%
Westside Investment Management Inc. 7 7 UNCH 0.00%
Catalyst Capital Advisors LLC 432 432 UNCH 0.00%
Macroview Investment Management LLC 278 278 UNCH 0.00%
Financial Management Professionals Inc. 24 24 UNCH 0.00%
JNBA Financial Advisors 17 17 UNCH 0.00%
Oakworth Capital Inc. 207 207 UNCH 0.00%
Field & Main Bank 300 300 UNCH 0.00%
Capital Advisors Ltd. LLC 22 22 UNCH 0.00%
Cranbrook Wealth Management LLC 278 278 UNCH 0.00%
CKW Financial Group 285 285 UNCH 0.00%
Riggs Asset Managment Co. Inc. 10 10 UNCH 0.00%
MCF Advisors LLC 163 163 UNCH 0.00%
Compagnie Lombard Odier SCmA 800 800 UNCH 0.00%
Tradewinds Capital Management LLC 1 1 UNCH 0.00%
Sunbelt Securities Inc. 123 123 UNCH 0.00%
MV Capital Management Inc. 66 66 UNCH 0.00%
First Personal Financial Services 20 20 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 20 20 UNCH 0.00%
Sugarloaf Wealth Management LLC 643 643 UNCH 0.00%
Mascoma Wealth Management LLC 210 210 UNCH 0.00%
Symmetry Partners LLC 19,064 19,064 UNCH 0.00%
Global Trust Asset Management LLC 6 6 UNCH 0.00%
Carmichael Hill & Associates Inc. 51 51 UNCH 0.00%
Centerpoint Advisors LLC 51 51 UNCH 0.00%
Versant Capital Management Inc 45 45 UNCH 0.00%
West Branch Capital LLC 4 4 UNCH 0.00%
Retirement Group LLC 39 39 UNCH 0.00%
Burkett Financial Services LLC 1 1 UNCH 0.00%
Insight Financial Services 42 42 UNCH 0.00%
Salomon & Ludwin LLC 284 284 UNCH 0.00%
Aspire Private Capital LLC 118 118 UNCH 0.00%
Princeton Global Asset Management LLC 106 106 UNCH 0.00%
Prestige Wealth Management Group LLC 84 84 UNCH 0.00%
Your Advocates Ltd. LLP 3 3 UNCH 0.00%
PSI Advisors LLC 37 37 UNCH 0.00%
Carolina Wealth Advisors LLC 332 332 UNCH 0.00%
Banque Cantonale Vaudoise 432 432 UNCH 0.00%
Maryland State Retirement & Pension System 17,202 17,202 UNCH 0.00%
Cedar Mountain Advisors LLC 20 20 UNCH 0.00%
Atticus Wealth Management LLC 12 12 UNCH 0.00%
Tsfg LLC 28 28 UNCH 0.00%
Key Financial Inc 420 420 UNCH 0.00%
HighMark Wealth Management LLC 2 2 UNCH 0.00%
Concord Wealth Partners 271 271 UNCH 0.00%
Mechanics Financial Corp 5 5 UNCH 0.00%
Wolff Wiese Magana LLC 1 1 UNCH 0.00%
DHJJ Financial Advisors Ltd. 19 19 UNCH 0.00%
Piscataqua Savings Bank 1,090 1,090 UNCH 0.00%
Bradley & Co. Private Wealth Management LLC 58 58 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 31 31 UNCH 0.00%
Maryland Capital Advisors Inc. 90 90 UNCH 0.00%
Red Tortoise LLC 29 29 UNCH 0.00%
Family CFO Inc 14 14 UNCH 0.00%
Global Wealth Strategies & Associates 10 10 UNCH 0.00%
FSC Wealth Advisors LLC 40 40 UNCH 0.00%
Armstrong Advisory Group Inc. 413 413 UNCH 0.00%
Signature Resources Capital Management LLC 24 24 UNCH 0.00%
Fortitude Family Office LLC 264 264 UNCH 0.00%
Creative Capital Management Investments LLC 26 26 UNCH 0.00%
Lam Group Inc. 40 40 UNCH 0.00%
Glass Jacobson Investment Advisors llc 34 34 UNCH 0.00%
New England Capital Financial Advisors LLC 18 18 UNCH 0.00%
LGT Financial Advisors LLC 200 200 UNCH 0.00%
Financial Freedom LLC 169 169 UNCH 0.00%
Tanglewood Legacy Advisors LLC 65 65 UNCH 0.00%
Park Place Capital Corp 2 2 UNCH 0.00%
ZRC Wealth Management LLC 37 37 UNCH 0.00%
Cherry Tree Wealth Management LLC 119 119 UNCH 0.00%
CGC Financial Services LLC 73 73 UNCH 0.00%
Halpern Financial Inc. 17 17 UNCH 0.00%
Peoples Bank KS 5 5 UNCH 0.00%
PFS Partners LLC 535 535 UNCH 0.00%
Financial Perspectives Inc 8 8 UNCH 0.00%
Bruce G. Allen Investments LLC 15 15 UNCH 0.00%
Silverberg Bernstein Capital Management LLC 35,540 35,540 UNCH 0.00%
Wetzel Investment Advisors Inc. 81 81 UNCH 0.00%
Sachetta LLC 138 138 UNCH 0.00%
Planning Capital Management Corp 33 33 UNCH 0.00%
Richardson Financial Services Inc. 61 61 UNCH 0.00%
Transcendent Capital Group LLC 15 15 UNCH 0.00%
13F Filers Decreasing KD Share Count
Annapolis Financial Services LLC 87 7 -80 -91.95%
Cordant Inc. 51 6 -45 -88.24%
Northwest Capital Management Inc 61 11 -50 -81.97%
JFS Wealth Advisors LLC 834 224 -610 -73.14%
Raymond James Financial Services Advisors Inc. 96,775 33,720 -63,055 -65.16%
Rosenberg Matthew Hamilton 66 26 -40 -60.61%
UMB Bank N A MO 3,333 1,465 -1,868 -56.05%
Farmers & Merchants Investments Inc. 374 170 -204 -54.55%
Fortis Group Advisors LLC 1,600 800 -800 -50.00%
FNY Investment Advisers LLC 70 40 -30 -42.86%
Simplex Trading LLC 60,169 34,868 -25,301 -42.05%
Whittier Trust Co. of Nevada Inc. 1,734 1,108 -626 -36.10%
Sterneck Capital Management LLC 35,063 22,716 -12,347 -35.21%
Venturi Wealth Management LLC 1,312 863 -449 -34.22%
Handelsinvest Investeringsforvaltning 13,915 9,160 -4,755 -34.17%
Gradient Investments LLC 535 370 -165 -30.84%
Naples Money Management LLC 85 62 -23 -27.06%
CENTRAL TRUST Co 523 384 -139 -26.58%
NBC Securities Inc. 260 200 -60 -23.08%
Salem Investment Counselors Inc. 182 146 -36 -19.78%
North Star Investment Management Corp. 450 365 -85 -18.89%
Raymond James & Associates 53,390 44,406 -8,984 -16.83%
Bogart Wealth LLC 31 26 -5 -16.13%
Duncker Streett & Co. Inc. 383 323 -60 -15.67%
McClarren Financial Advisors Inc. 26 22 -4 -15.38%
Clifford Swan Investment Counsel LLC 262,594 222,883 -39,711 -15.12%
Creative Financial Designs Inc. ADV 54 46 -8 -14.81%
Oregon Public Employees Retirement Fund 64,649 56,798 -7,851 -12.14%
Ronald Blue Trust Inc. 2,169 1,909 -260 -11.99%
Amalgamated Bank 173,989 153,455 -20,534 -11.80%
Pflug Koory LLC 170 150 -20 -11.76%
TFC Financial Management 1,532 1,374 -158 -10.31%
Private Trust Co. NA 632 576 -56 -8.86%
Quent Capital LLC 1,018 928 -90 -8.84%
Zurcher Kantonalbank Zurich Cantonalbank 40,634 37,177 -3,457 -8.51%
Commonwealth Equity Services LLC 45,262 41,888 -3,374 -7.45%
Allspring Global Investments Holdings LLC 3,524,725 3,272,242 -252,483 -7.16%
Asset Dedication LLC 774 732 -42 -5.43%
Global Retirement Partners LLC 784 743 -41 -5.23%
Nordea Investment Management AB 385,842 366,253 -19,589 -5.08%
SOA Wealth Advisors LLC. 319 303 -16 -5.02%
180 Wealth Advisors LLC 25,258 24,011 -1,247 -4.94%
Cambridge Investment Research Advisors Inc. 18,363 17,482 -881 -4.80%
Coston McIsaac & Partners 198 189 -9 -4.55%
Bank of New York Mellon Corp 2,032,915 1,944,497 -88,418 -4.35%
Whittier Trust Co. 3,278 3,142 -136 -4.15%
Spire Wealth Management 1,013 973 -40 -3.95%
Janney Montgomery Scott LLC 10,992 10,570 -422 -3.84%
Private Wealth Management Group LLC 327 315 -12 -3.67%
Caldwell Sutter Capital Inc. 1,003 967 -36 -3.59%
Wealth Enhancement Advisory Services LLC 24,345 23,480 -865 -3.55%
Mutual of America Capital Management LLC 141,241 137,103 -4,138 -2.93%
Yousif Capital Management LLC 116,341 113,146 -3,195 -2.75%
Exchange Traded Concepts LLC 112,312 109,274 -3,038 -2.70%
Baldwin Brothers Inc. MA 3,012 2,932 -80 -2.66%
Silicon Valley Capital Partners 78 76 -2 -2.56%
Huntington National Bank 3,752 3,662 -90 -2.40%
Brown Advisory Inc. 11,703 11,459 -244 -2.08%
Securian Asset Management Inc 19,287 18,922 -365 -1.89%
Lindbrook Capital LLC 802 790 -12 -1.50%
Victory Capital Management Inc. 46,941 46,328 -613 -1.31%
Allworth Financial LP 4,571 4,513 -58 -1.27%
PrairieView Partners LLC 81 80 -1 -1.23%
Commerce Bank 54,423 53,865 -558 -1.03%
Harbor Investment Advisory LLC 346 343 -3 -0.87%
Newbridge Financial Services Group Inc. 9,042 8,970 -72 -0.80%
Douglas Lane & Associates LLC 1,185,093 1,177,181 -7,912 -0.67%
California Public Employees Retirement System 399,974 397,313 -2,661 -0.67%
Nisa Investment Advisors LLC 117,355 116,840 -515 -0.44%
Grove Bank & Trust 803 800 -3 -0.37%
Cacti Asset Management LLC 45,260 45,160 -100 -0.22%
Transcend Wealth Collective LLC 10,139 10,137 -2 -0.02%
13F Filers Exiting KD
Ables Iannone Moore & Associates Inc. 2 0 -2 -100.00%
Turtle Creek Wealth Advisors LLC 12 0 -12 -100.00%
McGlone Suttner Wealth Management Inc. 49 0 -49 -100.00%
Mendota Financial Group LLC 20 0 -20 -100.00%
SYSTM Wealth Solutions LLC 502 0 -502 -100.00%
RIA Advisory Group LLC 6,646 0 -6,646 -100.00%
Life Planning Partners Inc 147 0 -147 -100.00%
City State Bank 170 0 -170 -100.00%
Evolution Advisers Inc. 20 0 -20 -100.00%
Planned Solutions Inc. 849 0 -849 -100.00%
Tennessee Valley Asset Management Partners 526 0 -526 -100.00%
International Assets Investment Management LLC 80,086 0 -80,086 -100.00%
Pacifica Partners Inc. 30 0 -30 -100.00%
Cantor Fitzgerald Investment Adviser L.P. 45,214 0 -45,214 -100.00%
Glassman Wealth Services 809 0 -809 -100.00%
Blume Capital Management Inc. 48 0 -48 -100.00%
Cutler Group LP 2,052 0 -2,052 -100.00%
Capstone Investment Advisors LLC 13,439 0 -13,439 -100.00%
GSA Capital Partners LLP 10,948 0 -10,948 -100.00%
BNP Paribas Arbitrage SA 243 0 -243 -100.00%
Rational Advisors LLC 432 0 -432 -100.00%
Bourgeon Capital Management LLC 10 0 -10 -100.00%
ARS Investment Partners LLC 20,907 0 -20,907 -100.00%

See Summary: Institutional Holders of KD
See Details: Top 10 Hedge Funds Holding KD
Also See: KD Insider Buying

KD Holdings Changes | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.